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Capsule CRM + Spotler Mail+

Add or update Capsule CRM contacts and trigger campaigns in Spotler Mail+ for new or updated contacts

Keep your Capsule CRM and Spotler Mail+ contacts up to date with this seamless workflow. When new or updated contacts are added in Capsule CRM, this automation instantly adds or updates the contact in Spotler Mail+ and triggers a campaign for them. Streamline your marketing efforts and ensure your contact lists are always synchronized, saving you valuable time and effort.

Keep your Capsule CRM and Spotler Mail+ contacts up to date with this seamless workflow. When new or updated contacts are added in Capsule CRM, this automation instantly adds or updates the contact in Spotler Mail+ and triggers a campaign for them. Streamline your marketing efforts and ensure your contact lists are always synchronized, saving you valuable time and effort.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Spotler Mail+Spotler Mail+
    Add (Or Update) Contact and Trigger Campaign

    Add a new contact (or update the contact if it already exists) and trigger a campaign for this contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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spotler logo

About Spotler Mail+

Spotler Mail+ develops and delivers software for professional email marketing automation.

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